Why Social Security Planning is More Valuable Than Ever

8:30 AM - 9:30 AM
Retirees face a host of risks that threaten their ability to support their chosen lifestyle. These include longevity risk, sequence of returns risk and loss of purchasing power due to inflation. In addition, yields have fallen to historic lows, increasing the cost in today's dollars of generating a lifetime stream of retirement income.

In the face of these challenges, there are few hedges available to retirees as effective as Social Security. It is, therefore, more important than ever for advisors to work with clients to ensure that Social Security benefits are maximized to the extent possible.

Learning Objectives:
• Understand what makes Social Security income unique as a retirement income planning strategy
• Learn the opportunities for married couples to maximize their combined lifetime cumulative benefits
• Discover the planning tools available to advisors and how to use them to identify optimal claiming strategies
Watch for all the details coming on NAPFA 2022 Events